Copying a Workflow Template
AdvisorEngine CRM does not have a tool to directly copy a Workflow Template, but making a duplicate Workflow Template can be easily achieved with the following steps.
- Navigate to Workflow Setup.
- Click .
- Use the drop-down to select the existing Workflow Template you want to duplicate. The individual Action steps will be filled in for you.
- You will need to fill in the Workflow Template details, such as Workflow Category, Workflow Name, and Status manually. You may also make any edits you like to the Action steps at this time.
- When finished, click to keep your new Workflow Template copy.
Move or Copy a Workflow Between Records
Workflows may be moved or copied between Records if necessary (This can only be done with entire Workflows, not individual Actions). Open any Workflow in Overview mode. Click Move/Copy or Move/Copy Workflow in the upper right. (The exact label will ...
Before learning about how Workflows function, be sure to first understand all the basics of how individual Actions function. What is a Workflow? Workflow refers to the sum of all Actions that make up a particular “story” of an interaction with a ...
Creating Workflow Templates
Before You Begin Before attempting to create Workflow Templates for your firm, be sure to have a solid understanding of the following: Actions Workflow Workflow Templates Planning and Implementing The process of creating an effective Workflow ...
Workflow Templates Overview
Workflow Templates drive every Action in AdvisorEngine CRM. Whenever you go to add an Action to a Record, the list of Actions that you choose from is actually a list of every active Workflow Template in your database. Some of these are single-step, ...
Printing Workflow Templates
Workflow Templates may be generated into a printer-friendly structure for printing or export to Adobe pdf, Microsoft Word doc, or Microsoft Excel xls. It is possible to print a selection of Workflow Templates all at once or just a select Action Card ...